Plan Name | STEEL AFFILIATES 401(K) PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | TRIPLE-S STEEL HOLDINGS, INC. |
Employer identification number (EIN): | 742028876 |
NAIC Classification: | 423500 |
Additional information about TRIPLE-S STEEL HOLDINGS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1978-10-20 |
Company Identification Number: | 0045063800 |
Legal Registered Office Address: |
PO BOX 21119 HOUSTON United States of America (USA) 77226 |
More information about TRIPLE-S STEEL HOLDINGS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-09-01 | ||||
002 | 2018-09-01 | ||||
002 | 2017-09-01 | ||||
002 | 2016-09-01 | BRIAN COPELAND | |||
002 | 2015-09-01 | BRIAN COPELAND | |||
002 | 2014-09-01 | BRIAN COPELAND | |||
002 | 2013-09-01 | BRIAN COPELAND | |||
002 | 2012-09-01 | BRIAN COPELAND | |||
002 | 2011-09-01 | BRIAN COPELAND | |||
002 | 2010-09-01 | BRIAN COPELAND | |||
002 | 2009-09-01 | BRIAN COPELAND | BRIAN COPELAND | 2011-06-14 |
Measure | Date | Value |
---|---|---|
2022: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,619 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,492 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 186 |
Total of all active and inactive participants | 2022-01-01 | 1,678 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 13 |
Total participants | 2022-01-01 | 1,691 |
Number of participants with account balances | 2022-01-01 | 1,670 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 190 |
2021: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,300 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,392 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 165 |
Total of all active and inactive participants | 2021-01-01 | 1,557 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 1,559 |
Number of participants with account balances | 2021-01-01 | 1,553 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 182 |
2020: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,341 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-09-01 | 1,219 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 1,022 |
Number of retired or separated participants receiving benefits | 2019-09-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 312 |
Total of all active and inactive participants | 2019-09-01 | 1,341 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-09-01 | 0 |
Total participants | 2019-09-01 | 1,341 |
Number of participants with account balances | 2019-09-01 | 1,336 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-09-01 | 2 |
2018: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-09-01 | 1,079 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 919 |
Number of retired or separated participants receiving benefits | 2018-09-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 244 |
Total of all active and inactive participants | 2018-09-01 | 1,200 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-09-01 | 0 |
Total participants | 2018-09-01 | 1,200 |
Number of participants with account balances | 2018-09-01 | 1,199 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-09-01 | 0 |
2017: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-09-01 | 1,058 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 901 |
Number of retired or separated participants receiving benefits | 2017-09-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 152 |
Total of all active and inactive participants | 2017-09-01 | 1,065 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-09-01 | 0 |
Total participants | 2017-09-01 | 1,065 |
Number of participants with account balances | 2017-09-01 | 1,059 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-09-01 | 1 |
2016: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-09-01 | 1,005 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 892 |
Number of retired or separated participants receiving benefits | 2016-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 152 |
Total of all active and inactive participants | 2016-09-01 | 1,044 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-09-01 | 0 |
Total participants | 2016-09-01 | 1,044 |
Number of participants with account balances | 2016-09-01 | 1,002 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-09-01 | 3 |
2015: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-09-01 | 1,072 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 790 |
Number of retired or separated participants receiving benefits | 2015-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-09-01 | 122 |
Total of all active and inactive participants | 2015-09-01 | 912 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-09-01 | 0 |
Total participants | 2015-09-01 | 912 |
Number of participants with account balances | 2015-09-01 | 894 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-09-01 | 0 |
2014: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-09-01 | 904 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 794 |
Number of retired or separated participants receiving benefits | 2014-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 222 |
Total of all active and inactive participants | 2014-09-01 | 1,016 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-09-01 | 0 |
Total participants | 2014-09-01 | 1,016 |
Number of participants with account balances | 2014-09-01 | 998 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-09-01 | 0 |
2013: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-09-01 | 846 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 720 |
Number of retired or separated participants receiving benefits | 2013-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-09-01 | 161 |
Total of all active and inactive participants | 2013-09-01 | 881 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-09-01 | 0 |
Total participants | 2013-09-01 | 881 |
Number of participants with account balances | 2013-09-01 | 868 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-09-01 | 0 |
2012: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-09-01 | 907 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 631 |
Number of retired or separated participants receiving benefits | 2012-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-09-01 | 213 |
Total of all active and inactive participants | 2012-09-01 | 844 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-09-01 | 0 |
Total participants | 2012-09-01 | 844 |
Number of participants with account balances | 2012-09-01 | 814 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-09-01 | 42 |
2011: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-09-01 | 814 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 586 |
Number of retired or separated participants receiving benefits | 2011-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 309 |
Total of all active and inactive participants | 2011-09-01 | 895 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-09-01 | 0 |
Total participants | 2011-09-01 | 895 |
Number of participants with account balances | 2011-09-01 | 860 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-09-01 | 20 |
2010: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-09-01 | 734 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-09-01 | 523 |
Number of retired or separated participants receiving benefits | 2010-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-09-01 | 274 |
Total of all active and inactive participants | 2010-09-01 | 797 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-09-01 | 0 |
Total participants | 2010-09-01 | 797 |
Number of participants with account balances | 2010-09-01 | 781 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-09-01 | 19 |
2009: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-09-01 | 690 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 544 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 178 |
Total of all active and inactive participants | 2009-09-01 | 722 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-09-01 | 0 |
Total participants | 2009-09-01 | 722 |
Number of participants with account balances | 2009-09-01 | 708 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 52 |
Measure | Date | Value |
---|---|---|
2022 : STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $900,489 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $6,138,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,915,755 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $11,124,948 |
Value of total assets at end of year | 2022-12-31 | $68,972,742 |
Value of total assets at beginning of year | 2022-12-31 | $74,210,744 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $222,736 |
Total interest from all sources | 2022-12-31 | $133,220 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,044,707 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,044,707 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $6,361,642 |
Participant contributions at end of year | 2022-12-31 | $3,080,102 |
Participant contributions at beginning of year | 2022-12-31 | $2,897,558 |
Participant contributions at end of year | 2022-12-31 | $96,642 |
Participant contributions at beginning of year | 2022-12-31 | $91,157 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,073,014 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-5,238,002 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $68,972,742 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $74,210,744 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $178,985 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $57,234,875 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $63,908,242 |
Interest on participant loans | 2022-12-31 | $133,220 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $8,501,716 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $7,257,877 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-11,607,674 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $205,288 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $3,690,292 |
Employer contributions (assets) at end of year | 2022-12-31 | $59,407 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $55,910 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,915,755 |
Contract administrator fees | 2022-12-31 | $43,751 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BDO USA, P.C. |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $19,155,473 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,419,887 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,225,827 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $11,273,585 |
Value of total assets at end of year | 2021-12-31 | $74,210,744 |
Value of total assets at beginning of year | 2021-12-31 | $60,475,158 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $194,060 |
Total interest from all sources | 2021-12-31 | $139,009 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $878,592 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $878,592 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $5,122,508 |
Participant contributions at end of year | 2021-12-31 | $2,897,558 |
Participant contributions at beginning of year | 2021-12-31 | $2,593,516 |
Participant contributions at end of year | 2021-12-31 | $91,157 |
Participant contributions at beginning of year | 2021-12-31 | $56,673 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,156,443 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $13,735,586 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $74,210,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $60,475,158 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $68,984 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $63,908,242 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $50,576,620 |
Interest on participant loans | 2021-12-31 | $139,009 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $7,257,877 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $7,212,977 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $6,721,939 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $142,348 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,994,634 |
Employer contributions (assets) at end of year | 2021-12-31 | $55,910 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $35,372 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,225,827 |
Contract administrator fees | 2021-12-31 | $125,076 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $15,991,602 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $3,354,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,142,889 |
Value of total corrective distributions | 2020-12-31 | $207 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $9,214,840 |
Value of total assets at end of year | 2020-12-31 | $60,475,158 |
Value of total assets at beginning of year | 2020-12-31 | $47,837,584 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $210,932 |
Total interest from all sources | 2020-12-31 | $147,195 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $659,045 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $659,045 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $3,797,185 |
Participant contributions at end of year | 2020-12-31 | $2,593,516 |
Participant contributions at beginning of year | 2020-12-31 | $2,274,506 |
Participant contributions at end of year | 2020-12-31 | $56,673 |
Participant contributions at beginning of year | 2020-12-31 | $43,048 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,184,581 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $12,637,574 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $60,475,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $47,837,584 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $61,162 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $50,576,620 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $39,596,092 |
Interest on participant loans | 2020-12-31 | $147,195 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $7,212,977 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $5,362,607 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $5,362,607 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,801,543 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $168,979 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,233,074 |
Employer contributions (assets) at end of year | 2020-12-31 | $35,372 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $561,331 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,142,889 |
Contract administrator fees | 2020-12-31 | $149,770 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
Total unrealized appreciation/depreciation of assets | 2020-01-10 | $0 |
Total transfer of assets from this plan | 2020-01-10 | $47,334,933 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-01-10 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-01-10 | $0 |
Total income from all sources (including contributions) | 2020-01-10 | $140,036 |
Total loss/gain on sale of assets | 2020-01-10 | $0 |
Total of all expenses incurred | 2020-01-10 | $38,308 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-01-10 | $2,817 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-01-10 | $0 |
Value of total assets at end of year | 2020-01-10 | $0 |
Value of total assets at beginning of year | 2020-01-10 | $47,233,205 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-01-10 | $35,491 |
Total interest from all sources | 2020-01-10 | $8,226 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-01-10 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-01-10 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-01-10 | $0 |
Was this plan covered by a fidelity bond | 2020-01-10 | Yes |
Value of fidelity bond cover | 2020-01-10 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-01-10 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-01-10 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-01-10 | No |
Participant contributions at end of year | 2020-01-10 | $0 |
Participant contributions at beginning of year | 2020-01-10 | $2,274,506 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-01-10 | No |
Value of net income/loss | 2020-01-10 | $101,728 |
Value of net assets at end of year (total assets less liabilities) | 2020-01-10 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-01-10 | $47,233,205 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-01-10 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-01-10 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-01-10 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-01-10 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-01-10 | $43,739,476 |
Income. Interest from loans (other than to participants) | 2020-01-10 | $8,226 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-01-10 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-01-10 | $1,219,223 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-01-10 | $1,219,223 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-01-10 | $131,810 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-01-10 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-01-10 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-01-10 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-01-10 | $2,817 |
Contract administrator fees | 2020-01-10 | $35,491 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-01-10 | Yes |
Did the plan have assets held for investment | 2020-01-10 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-01-10 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-01-10 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-01-10 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-01-10 | Disclaimer |
Accountancy firm name | 2020-01-10 | BDO USA, LLP |
Accountancy firm EIN | 2020-01-10 | 135381590 |
2019 : STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,774,970 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,422,225 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,374,031 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,000,636 |
Value of total assets at end of year | 2019-12-31 | $47,837,584 |
Value of total assets at beginning of year | 2019-12-31 | $44,484,839 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $48,194 |
Total interest from all sources | 2019-12-31 | $39,329 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,259,896 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,259,896 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $733,791 |
Participant contributions at end of year | 2019-12-31 | $2,274,506 |
Participant contributions at beginning of year | 2019-12-31 | $2,146,736 |
Participant contributions at end of year | 2019-12-31 | $43,048 |
Participant contributions at beginning of year | 2019-12-31 | $48,765 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $705,514 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,352,745 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $47,837,584 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $44,484,839 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $39,596,092 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $35,384,493 |
Interest on participant loans | 2019-12-31 | $39,329 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $5,362,607 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $5,206,716 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $5,206,716 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,475,109 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $561,331 |
Employer contributions (assets) at end of year | 2019-12-31 | $561,331 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,698,129 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,374,031 |
Contract administrator fees | 2019-12-31 | $48,194 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
Total unrealized appreciation/depreciation of assets | 2019-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-08-31 | $0 |
Total income from all sources (including contributions) | 2019-08-31 | $5,734,507 |
Total loss/gain on sale of assets | 2019-08-31 | $0 |
Total of all expenses incurred | 2019-08-31 | $2,505,190 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-08-31 | $2,288,765 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-08-31 | $4,120,022 |
Value of total assets at end of year | 2019-08-31 | $44,484,839 |
Value of total assets at beginning of year | 2019-08-31 | $41,255,522 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-08-31 | $216,425 |
Total interest from all sources | 2019-08-31 | $96,407 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-08-31 | $1,691,920 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-08-31 | $1,691,920 |
Administrative expenses professional fees incurred | 2019-08-31 | $12,876 |
Was this plan covered by a fidelity bond | 2019-08-31 | Yes |
Value of fidelity bond cover | 2019-08-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-08-31 | No |
Contributions received from participants | 2019-08-31 | $2,203,566 |
Participant contributions at end of year | 2019-08-31 | $2,146,736 |
Participant contributions at beginning of year | 2019-08-31 | $1,918,973 |
Participant contributions at end of year | 2019-08-31 | $48,765 |
Participant contributions at beginning of year | 2019-08-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-08-31 | $213,352 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-08-31 | No |
Value of net income/loss | 2019-08-31 | $3,229,317 |
Value of net assets at end of year (total assets less liabilities) | 2019-08-31 | $44,484,839 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-08-31 | $41,255,522 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-08-31 | No |
Investment advisory and management fees | 2019-08-31 | $49,699 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-08-31 | $35,384,493 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-08-31 | $32,563,759 |
Interest on participant loans | 2019-08-31 | $96,407 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-08-31 | $5,206,716 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-08-31 | $5,169,764 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-08-31 | $5,169,764 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-08-31 | $-173,842 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-08-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-08-31 | No |
Contributions received in cash from employer | 2019-08-31 | $1,703,104 |
Employer contributions (assets) at end of year | 2019-08-31 | $1,698,129 |
Employer contributions (assets) at beginning of year | 2019-08-31 | $1,603,026 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-08-31 | $2,288,765 |
Contract administrator fees | 2019-08-31 | $153,850 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-08-31 | No |
Did the plan have assets held for investment | 2019-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-08-31 | Disclaimer |
Accountancy firm name | 2019-08-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-08-31 | 135381590 |
2018 : STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-08-31 | $0 |
Total income from all sources (including contributions) | 2018-08-31 | $8,002,350 |
Total loss/gain on sale of assets | 2018-08-31 | $0 |
Total of all expenses incurred | 2018-08-31 | $4,469,952 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-08-31 | $4,230,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-08-31 | $4,401,267 |
Value of total assets at end of year | 2018-08-31 | $41,255,522 |
Value of total assets at beginning of year | 2018-08-31 | $37,723,124 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-08-31 | $239,865 |
Total interest from all sources | 2018-08-31 | $91,413 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-08-31 | $1,299,360 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-08-31 | $1,299,360 |
Was this plan covered by a fidelity bond | 2018-08-31 | Yes |
Value of fidelity bond cover | 2018-08-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-08-31 | No |
Contributions received from participants | 2018-08-31 | $2,033,489 |
Participant contributions at end of year | 2018-08-31 | $1,918,973 |
Participant contributions at beginning of year | 2018-08-31 | $1,908,420 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-08-31 | $764,752 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-08-31 | No |
Value of net income/loss | 2018-08-31 | $3,532,398 |
Value of net assets at end of year (total assets less liabilities) | 2018-08-31 | $41,255,522 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-08-31 | $37,723,124 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-08-31 | No |
Investment advisory and management fees | 2018-08-31 | $108,590 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-08-31 | $32,563,759 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-08-31 | $28,659,061 |
Interest on participant loans | 2018-08-31 | $89,700 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-08-31 | $5,169,764 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-08-31 | $5,750,272 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-08-31 | $5,750,272 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-08-31 | $1,713 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-08-31 | $2,210,310 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-08-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-08-31 | No |
Contributions received in cash from employer | 2018-08-31 | $1,603,026 |
Employer contributions (assets) at end of year | 2018-08-31 | $1,603,026 |
Employer contributions (assets) at beginning of year | 2018-08-31 | $1,405,371 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-08-31 | $4,230,087 |
Contract administrator fees | 2018-08-31 | $131,275 |
Did the plan have assets held for investment | 2018-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-08-31 | Disclaimer |
Accountancy firm name | 2018-08-31 | BDO USA, LLP |
Accountancy firm EIN | 2018-08-31 | 135381590 |
2017 : STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-08-31 | $0 |
Total transfer of assets to this plan | 2017-08-31 | $707,365 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-08-31 | $0 |
Total income from all sources (including contributions) | 2017-08-31 | $6,820,211 |
Total loss/gain on sale of assets | 2017-08-31 | $0 |
Total of all expenses incurred | 2017-08-31 | $3,340,178 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-08-31 | $3,119,024 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-08-31 | $3,392,968 |
Value of total assets at end of year | 2017-08-31 | $37,723,124 |
Value of total assets at beginning of year | 2017-08-31 | $33,535,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-08-31 | $221,154 |
Total interest from all sources | 2017-08-31 | $96,549 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-08-31 | $892,983 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-08-31 | $892,983 |
Was this plan covered by a fidelity bond | 2017-08-31 | Yes |
Value of fidelity bond cover | 2017-08-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-08-31 | No |
Contributions received from participants | 2017-08-31 | $1,791,651 |
Participant contributions at end of year | 2017-08-31 | $1,908,420 |
Participant contributions at beginning of year | 2017-08-31 | $1,660,215 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-08-31 | $197,166 |
Total non interest bearing cash at end of year | 2017-08-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-08-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-08-31 | No |
Value of net income/loss | 2017-08-31 | $3,480,033 |
Value of net assets at end of year (total assets less liabilities) | 2017-08-31 | $37,723,124 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-08-31 | $33,535,726 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-08-31 | No |
Investment advisory and management fees | 2017-08-31 | $96,247 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-08-31 | $28,659,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-08-31 | $24,384,499 |
Interest on participant loans | 2017-08-31 | $69,817 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-08-31 | $5,750,272 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-08-31 | $6,203,085 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-08-31 | $6,203,085 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-08-31 | $26,732 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-08-31 | $2,437,711 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-08-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-08-31 | No |
Contributions received in cash from employer | 2017-08-31 | $1,404,151 |
Employer contributions (assets) at end of year | 2017-08-31 | $1,405,371 |
Employer contributions (assets) at beginning of year | 2017-08-31 | $1,287,927 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-08-31 | $3,119,024 |
Contract administrator fees | 2017-08-31 | $124,907 |
Did the plan have assets held for investment | 2017-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-08-31 | Disclaimer |
Accountancy firm name | 2017-08-31 | BDO USA, LLP |
Accountancy firm EIN | 2017-08-31 | 135381590 |
2016 : STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-08-31 | $0 |
Total income from all sources (including contributions) | 2016-08-31 | $9,794,709 |
Total loss/gain on sale of assets | 2016-08-31 | $0 |
Total of all expenses incurred | 2016-08-31 | $2,366,620 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-08-31 | $2,195,975 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-08-31 | $7,892,005 |
Value of total assets at end of year | 2016-08-31 | $33,535,726 |
Value of total assets at beginning of year | 2016-08-31 | $26,107,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-08-31 | $170,645 |
Total interest from all sources | 2016-08-31 | $76,822 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-08-31 | $1,193,669 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-08-31 | $1,193,669 |
Was this plan covered by a fidelity bond | 2016-08-31 | Yes |
Value of fidelity bond cover | 2016-08-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-08-31 | No |
Contributions received from participants | 2016-08-31 | $1,499,470 |
Participant contributions at end of year | 2016-08-31 | $1,660,215 |
Participant contributions at beginning of year | 2016-08-31 | $1,420,536 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-08-31 | $5,104,608 |
Total non interest bearing cash at end of year | 2016-08-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-08-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-08-31 | No |
Value of net income/loss | 2016-08-31 | $7,428,089 |
Value of net assets at end of year (total assets less liabilities) | 2016-08-31 | $33,535,726 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-08-31 | $26,107,637 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-08-31 | No |
Investment advisory and management fees | 2016-08-31 | $83,677 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-08-31 | $24,384,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-08-31 | $19,363,495 |
Interest on participant loans | 2016-08-31 | $65,747 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-08-31 | $6,203,085 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-08-31 | $4,168,900 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-08-31 | $4,168,900 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-08-31 | $11,075 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-08-31 | $632,213 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-08-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-08-31 | No |
Contributions received in cash from employer | 2016-08-31 | $1,287,927 |
Employer contributions (assets) at end of year | 2016-08-31 | $1,287,927 |
Employer contributions (assets) at beginning of year | 2016-08-31 | $1,154,706 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-08-31 | $2,195,975 |
Contract administrator fees | 2016-08-31 | $86,968 |
Did the plan have assets held for investment | 2016-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-08-31 | Disclaimer |
Accountancy firm name | 2016-08-31 | BDO USA, LLP |
Accountancy firm EIN | 2016-08-31 | 135381590 |
2015 : STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-08-31 | $0 |
Total income from all sources (including contributions) | 2015-08-31 | $3,350,835 |
Total loss/gain on sale of assets | 2015-08-31 | $0 |
Total of all expenses incurred | 2015-08-31 | $1,985,486 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-08-31 | $1,807,862 |
Value of total corrective distributions | 2015-08-31 | $1,900 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-08-31 | $3,334,882 |
Value of total assets at end of year | 2015-08-31 | $26,107,637 |
Value of total assets at beginning of year | 2015-08-31 | $24,742,288 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-08-31 | $175,724 |
Total interest from all sources | 2015-08-31 | $51,623 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-08-31 | $929,675 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-08-31 | $929,675 |
Was this plan covered by a fidelity bond | 2015-08-31 | Yes |
Value of fidelity bond cover | 2015-08-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-08-31 | No |
Contributions received from participants | 2015-08-31 | $1,421,367 |
Participant contributions at end of year | 2015-08-31 | $1,420,536 |
Participant contributions at beginning of year | 2015-08-31 | $1,180,804 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-08-31 | $591,614 |
Total non interest bearing cash at end of year | 2015-08-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-08-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
Value of net income/loss | 2015-08-31 | $1,365,349 |
Value of net assets at end of year (total assets less liabilities) | 2015-08-31 | $26,107,637 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-08-31 | $24,742,288 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-08-31 | No |
Investment advisory and management fees | 2015-08-31 | $72,113 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-08-31 | $19,363,495 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-08-31 | $19,043,359 |
Interest on participant loans | 2015-08-31 | $50,340 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-08-31 | $4,168,900 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-08-31 | $3,484,033 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-08-31 | $3,484,033 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-08-31 | $1,283 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-08-31 | $-965,345 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-08-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-08-31 | No |
Contributions received in cash from employer | 2015-08-31 | $1,321,901 |
Employer contributions (assets) at end of year | 2015-08-31 | $1,154,706 |
Employer contributions (assets) at beginning of year | 2015-08-31 | $1,034,092 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-08-31 | $1,807,862 |
Contract administrator fees | 2015-08-31 | $103,611 |
Did the plan have assets held for investment | 2015-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-08-31 | Disclaimer |
Accountancy firm name | 2015-08-31 | BDO USA, LLP |
Accountancy firm EIN | 2015-08-31 | 135381590 |
2014 : STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-31 | $0 |
Total income from all sources (including contributions) | 2014-08-31 | $7,023,060 |
Total loss/gain on sale of assets | 2014-08-31 | $0 |
Total of all expenses incurred | 2014-08-31 | $2,220,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-08-31 | $2,058,371 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-08-31 | $3,955,507 |
Value of total assets at end of year | 2014-08-31 | $24,742,288 |
Value of total assets at beginning of year | 2014-08-31 | $19,939,266 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-08-31 | $161,667 |
Total interest from all sources | 2014-08-31 | $41,340 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-08-31 | $671,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-08-31 | $671,926 |
Was this plan covered by a fidelity bond | 2014-08-31 | Yes |
Value of fidelity bond cover | 2014-08-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-08-31 | No |
Contributions received from participants | 2014-08-31 | $1,260,405 |
Participant contributions at end of year | 2014-08-31 | $1,180,804 |
Participant contributions at beginning of year | 2014-08-31 | $976,325 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-08-31 | $1,661,010 |
Total non interest bearing cash at end of year | 2014-08-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-08-31 | $27,757 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
Value of net income/loss | 2014-08-31 | $4,803,022 |
Value of net assets at end of year (total assets less liabilities) | 2014-08-31 | $24,742,288 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-08-31 | $19,939,266 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-08-31 | No |
Investment advisory and management fees | 2014-08-31 | $63,487 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-08-31 | $19,043,359 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-08-31 | $14,510,105 |
Interest on participant loans | 2014-08-31 | $39,841 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-08-31 | $3,484,033 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-08-31 | $3,560,224 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-08-31 | $3,560,224 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-08-31 | $1,499 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-08-31 | $2,354,287 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-08-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-08-31 | No |
Contributions received in cash from employer | 2014-08-31 | $1,034,092 |
Employer contributions (assets) at end of year | 2014-08-31 | $1,034,092 |
Employer contributions (assets) at beginning of year | 2014-08-31 | $864,855 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-08-31 | $2,058,371 |
Contract administrator fees | 2014-08-31 | $98,180 |
Did the plan have assets held for investment | 2014-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-08-31 | Disclaimer |
Accountancy firm name | 2014-08-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-08-31 | 135381590 |
2013 : STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-08-31 | $0 |
Total income from all sources (including contributions) | 2013-08-31 | $3,943,505 |
Total loss/gain on sale of assets | 2013-08-31 | $0 |
Total of all expenses incurred | 2013-08-31 | $1,044,076 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-08-31 | $893,053 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-08-31 | $1,964,206 |
Value of total assets at end of year | 2013-08-31 | $19,939,266 |
Value of total assets at beginning of year | 2013-08-31 | $17,039,837 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-08-31 | $151,023 |
Total interest from all sources | 2013-08-31 | $38,912 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-08-31 | $407,979 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-08-31 | $407,979 |
Was this plan covered by a fidelity bond | 2013-08-31 | Yes |
Value of fidelity bond cover | 2013-08-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-08-31 | No |
Contributions received from participants | 2013-08-31 | $945,736 |
Participant contributions at end of year | 2013-08-31 | $976,325 |
Participant contributions at beginning of year | 2013-08-31 | $805,798 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-08-31 | $151,753 |
Total non interest bearing cash at end of year | 2013-08-31 | $27,757 |
Total non interest bearing cash at beginning of year | 2013-08-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
Value of net income/loss | 2013-08-31 | $2,899,429 |
Value of net assets at end of year (total assets less liabilities) | 2013-08-31 | $19,939,266 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-08-31 | $17,039,837 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-08-31 | No |
Investment advisory and management fees | 2013-08-31 | $50,492 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-08-31 | $14,510,105 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-08-31 | $12,282,398 |
Interest on participant loans | 2013-08-31 | $34,906 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-08-31 | $3,560,224 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-08-31 | $3,138,469 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-08-31 | $3,138,469 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-08-31 | $4,006 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-08-31 | $1,532,408 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-08-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-08-31 | No |
Contributions received in cash from employer | 2013-08-31 | $866,717 |
Employer contributions (assets) at end of year | 2013-08-31 | $864,855 |
Employer contributions (assets) at beginning of year | 2013-08-31 | $813,172 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-08-31 | $893,053 |
Contract administrator fees | 2013-08-31 | $100,531 |
Did the plan have assets held for investment | 2013-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-08-31 | Disclaimer |
Accountancy firm name | 2013-08-31 | UHY, LLP |
Accountancy firm EIN | 2013-08-31 | 200694403 |
2012 : STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $0 |
Total income from all sources (including contributions) | 2012-08-31 | $2,984,176 |
Total loss/gain on sale of assets | 2012-08-31 | $0 |
Total of all expenses incurred | 2012-08-31 | $1,237,151 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-08-31 | $1,141,858 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-08-31 | $1,723,527 |
Value of total assets at end of year | 2012-08-31 | $17,039,837 |
Value of total assets at beginning of year | 2012-08-31 | $15,292,812 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-08-31 | $95,293 |
Total interest from all sources | 2012-08-31 | $38,555 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-08-31 | $412,875 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-08-31 | $412,875 |
Was this plan covered by a fidelity bond | 2012-08-31 | Yes |
Value of fidelity bond cover | 2012-08-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-08-31 | No |
Contributions received from participants | 2012-08-31 | $879,408 |
Participant contributions at end of year | 2012-08-31 | $805,798 |
Participant contributions at beginning of year | 2012-08-31 | $842,381 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-08-31 | $28,902 |
Total non interest bearing cash at end of year | 2012-08-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-08-31 | $15,031 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
Value of net income/loss | 2012-08-31 | $1,747,025 |
Value of net assets at end of year (total assets less liabilities) | 2012-08-31 | $17,039,837 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-08-31 | $15,292,812 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-08-31 | No |
Investment advisory and management fees | 2012-08-31 | $42,462 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-08-31 | $12,282,398 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-08-31 | $10,290,275 |
Interest on participant loans | 2012-08-31 | $33,610 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-08-31 | $3,138,469 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-08-31 | $3,413,964 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-08-31 | $3,413,964 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-08-31 | $4,945 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-08-31 | $809,219 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-08-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-08-31 | No |
Contributions received in cash from employer | 2012-08-31 | $815,217 |
Employer contributions (assets) at end of year | 2012-08-31 | $813,172 |
Employer contributions (assets) at beginning of year | 2012-08-31 | $731,161 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-08-31 | $1,141,858 |
Contract administrator fees | 2012-08-31 | $52,831 |
Did the plan have assets held for investment | 2012-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-08-31 | Disclaimer |
Accountancy firm name | 2012-08-31 | UHY, LLP |
Accountancy firm EIN | 2012-08-31 | 200694403 |
2011 : STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-08-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $0 |
Total income from all sources (including contributions) | 2011-08-31 | $2,925,019 |
Total loss/gain on sale of assets | 2011-08-31 | $0 |
Total of all expenses incurred | 2011-08-31 | $757,671 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-08-31 | $648,215 |
Value of total corrective distributions | 2011-08-31 | $3,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-08-31 | $1,789,526 |
Value of total assets at end of year | 2011-08-31 | $15,292,812 |
Value of total assets at beginning of year | 2011-08-31 | $13,125,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-08-31 | $106,142 |
Total interest from all sources | 2011-08-31 | $47,214 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-08-31 | $206,168 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-08-31 | $206,168 |
Was this plan covered by a fidelity bond | 2011-08-31 | Yes |
Value of fidelity bond cover | 2011-08-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-08-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-08-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-08-31 | No |
Contributions received from participants | 2011-08-31 | $848,328 |
Participant contributions at end of year | 2011-08-31 | $842,381 |
Participant contributions at beginning of year | 2011-08-31 | $809,676 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-08-31 | $205,380 |
Other income not declared elsewhere | 2011-08-31 | $9,394 |
Total non interest bearing cash at end of year | 2011-08-31 | $15,031 |
Total non interest bearing cash at beginning of year | 2011-08-31 | $8,443 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Value of net income/loss | 2011-08-31 | $2,167,348 |
Value of net assets at end of year (total assets less liabilities) | 2011-08-31 | $15,292,812 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-08-31 | $13,125,464 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-08-31 | No |
Investment advisory and management fees | 2011-08-31 | $39,610 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-08-31 | $10,290,275 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-08-31 | $8,131,270 |
Interest on participant loans | 2011-08-31 | $37,663 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-08-31 | $3,413,964 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-08-31 | $3,459,186 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-08-31 | $3,459,186 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-08-31 | $9,551 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-08-31 | $872,717 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-08-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-08-31 | No |
Contributions received in cash from employer | 2011-08-31 | $735,818 |
Employer contributions (assets) at end of year | 2011-08-31 | $731,161 |
Employer contributions (assets) at beginning of year | 2011-08-31 | $716,889 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-08-31 | $648,215 |
Contract administrator fees | 2011-08-31 | $66,532 |
Did the plan have assets held for investment | 2011-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-08-31 | Disclaimer |
Accountancy firm name | 2011-08-31 | UHY, LLP |
Accountancy firm EIN | 2011-08-31 | 200694403 |
2010 : STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-08-31 | $0 |
2022: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Mulitple employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | Yes |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-09-01 | Type of plan entity | Mulitple employer plan |
2019-09-01 | Submission has been amended | No |
2019-09-01 | This submission is the final filing | No |
2019-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-09-01 | Plan is a collectively bargained plan | No |
2019-09-01 | Plan funding arrangement – Trust | Yes |
2019-09-01 | Plan benefit arrangement - Trust | Yes |
2018: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-09-01 | Type of plan entity | Mulitple employer plan |
2018-09-01 | Submission has been amended | No |
2018-09-01 | This submission is the final filing | No |
2018-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-09-01 | Plan is a collectively bargained plan | No |
2018-09-01 | Plan funding arrangement – Trust | Yes |
2018-09-01 | Plan benefit arrangement - Trust | Yes |
2017: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-09-01 | Type of plan entity | Mulitple employer plan |
2017-09-01 | Submission has been amended | No |
2017-09-01 | This submission is the final filing | No |
2017-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-09-01 | Plan is a collectively bargained plan | No |
2017-09-01 | Plan funding arrangement – Trust | Yes |
2017-09-01 | Plan benefit arrangement - Trust | Yes |
2016: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-09-01 | Type of plan entity | Mulitple employer plan |
2016-09-01 | Submission has been amended | No |
2016-09-01 | This submission is the final filing | No |
2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-09-01 | Plan is a collectively bargained plan | No |
2016-09-01 | Plan funding arrangement – Trust | Yes |
2016-09-01 | Plan benefit arrangement - Trust | Yes |
2015: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-09-01 | Type of plan entity | Mulitple employer plan |
2015-09-01 | Submission has been amended | No |
2015-09-01 | This submission is the final filing | No |
2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-09-01 | Plan is a collectively bargained plan | No |
2015-09-01 | Plan funding arrangement – Trust | Yes |
2015-09-01 | Plan benefit arrangement - Trust | Yes |
2014: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-09-01 | Type of plan entity | Mulitple employer plan |
2014-09-01 | Submission has been amended | No |
2014-09-01 | This submission is the final filing | No |
2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-09-01 | Plan is a collectively bargained plan | No |
2014-09-01 | Plan funding arrangement – Trust | Yes |
2014-09-01 | Plan benefit arrangement - Trust | Yes |
2013: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-09-01 | Type of plan entity | Mulitple employer plan |
2013-09-01 | Submission has been amended | No |
2013-09-01 | This submission is the final filing | No |
2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-09-01 | Plan is a collectively bargained plan | No |
2013-09-01 | Plan funding arrangement – Trust | Yes |
2013-09-01 | Plan benefit arrangement - Trust | Yes |
2012: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-09-01 | Type of plan entity | Mulitple employer plan |
2012-09-01 | Submission has been amended | No |
2012-09-01 | This submission is the final filing | No |
2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-09-01 | Plan is a collectively bargained plan | No |
2012-09-01 | Plan funding arrangement – Trust | Yes |
2012-09-01 | Plan benefit arrangement - Trust | Yes |
2011: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Submission has been amended | No |
2011-09-01 | This submission is the final filing | No |
2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-09-01 | Plan is a collectively bargained plan | No |
2011-09-01 | Plan funding arrangement – Trust | Yes |
2011-09-01 | Plan benefit arrangement - Trust | Yes |
2010: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
2010-09-01 | Type of plan entity | Single employer plan |
2010-09-01 | Submission has been amended | No |
2010-09-01 | This submission is the final filing | No |
2010-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-09-01 | Plan is a collectively bargained plan | No |
2010-09-01 | Plan funding arrangement – Trust | Yes |
2010-09-01 | Plan benefit arrangement - Trust | Yes |
2009: STEEL AFFILIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | No |
2009-09-01 | Plan funding arrangement – Trust | Yes |
2009-09-01 | Plan benefit arrangement - Trust | Yes |